Create Supplier Rebate Programs

A supplier rebate program is created from a supplier rebate program type which acts as a template for the program.

The supplier rebate program sets the default value for some of the attributes such as currency and discount type for product rules. Program types can also be used to define the eligibility criteria for program rules, target markets, and products. With appropriate roles, you can change the status of a channel program to approved or rejected. You can also withdraw a channel program which changes the program status back to draft.

1. Navigate to the Programs page using one of the following options:
   • From the Navigator, click Supplier Channel Management under Order Management or Procurement to navigate to the Manage Supplier Programs page. On the Manage Supplier Programs page, from the Tasks panel, click New Supplier Channel Management to navigate to the Programs page. Click the Add icon on the Programs page to create a new program.
   • Select Order Management and then select Quick Actions. Select Supplier Channel Management and then select Supplier Programs (New).
   • Select Order Management and then select Quick Actions. Select Supplier Channel Management and then select New Supplier Program.
2. On the Manage Supplier Programs page, from the Tasks panel, click New Supplier Channel Management to navigate to the Programs page
3. Click the Add icon on the Programs page to create a new program.
4. On the New Program page, select the supplier rebate program template you want for your program from the Program Type list.
5. Select the business unit for which you're creating the program.
   Note:

   You can see only the business units assigned to you.

6. Select the Supplier to select the supplier for the program.
7. Select the Supplier Site to select the supplier site for the program. This is the supplier site used to qualify invoices and the supplier site used to collect payment for a related program claim.
8. Enter the name of your program in the Name field.
9. Optionally enter the Program Code. Leave this field blank for the application to generate the code.
10. Select the Date Context from the drop-down list. The values in the list depend on the program type you selected.
11. Select the Start Date and End Date for the program.

12. Click Create. The fields you see depend on the program type you selected. On the General tab:

    1. View the default status for your program from the Status list. The default value is Draft.
    2. The Business Unit and Program Type you selected are displayed.
    3. Optionally, change the Owner. The owner is defaulted to person logged in.
    4. If the Alternate Supplier Sites toggle is selected, then you can add additional supplier sites for which the program is eligible, in addition to the primary supplier site. Click the Add icon to add a new alternate supplier and site information, if required.
    5. Click to expand the Additional Information section and enter additional information for your program.
    6. In the Products section, enter the product rules for your program. These are the rules to identify eligible items for the program. With the product rule, you can define the terms of the program. The discount models supported are percentage and amount-based accruals. Click the Add icon to add additional product rules to the program. You can add details such as the Qualifier, Accrual Type, UOM, Start Date and End Date.
       Note: You can't delete an already saved product rule in active programs. Additionally, you can add product rules only to active programs.
13. In the Market Rules section, enter the market rules for the program to identify conditions for the program to be eligible. Click the Add icon to add new market rules for your program. You can add details of the Qualifier, Operator, and Start Date and End Date.
    Note: You can't delete an already saved market rule in active programs. Additionally, you can add market rules only to draft and active programs.
14. In the Mandatory Rules section, enter any mandatory rules for the program to identify conditions for the program to be eligible. Click the Add icon to add new market rules for your program. You can add details of the Qualifier and Operator.
15. Click Save to save or click Submit to save and submit the program. The program is now created in the Draft status.
    Note:

    You can delete programs that are in the Draft status from the Programs page by selecting them and clicking the Delete icon.

16. On the Notes and Attachments tab, you can create, edit, or delete rich text formatted general or reference notes. You can also drag and drop supporting documentation as attachments. Additionally, you can include URLs in this section.